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Click & Pay (Salesforce): Settings - Custom Mapping

Updated

What is Custom Mapping?

Custom Mapping allows you to take data collected during a transaction and send it to specific fields in Salesforce. In simple terms: it tells the system where to put your transaction data inside Salesforce.

This is most commonly used when you are collecting additional or non-standard data, such as:

  • Custom questions on a donation form or registration form
  • Extra donor details not included in standard fields

With Custom Mapping, you can take that data and map it to fields in the Salesforce Objects: Accounts, Contacts, and Opportunities.

For example:
If you ask a donor “Meal Preference” on a form, Custom Mapping can automatically store that response in a custom field on the Contact or Opportunity record.

How Custom Mapping Works

Custom Mapping uses rules to decide:

  1. When to apply the mapping (based on conditions like SKU or Custom Question)
  2. Where to send the data (Account, Contact, or Opportunity fields)

Each mapping rule includes:

  • A condition (what to look for)
  • A target object (where data goes)
  • One or more fields (which fields to populate)

Processing Order determines the order in which mappings are processed. Custom Mapping follows an “exit after last match” approach. This means the system will go through all mapping rules in order. If multiple rules apply, each one will run. If two rules map to the same field, the last matching rule (the one lower on the list) will override earlier ones.

Note: Primary Campaign Source cannot be changed if a transaction has been made through a Fundraiser. Contact mapping is not available for Person Accounts and is provided for backward compatibility. 

Creating or Editing a Custom Mapping rule

  • Click the “+ ADD” button to create a new Custom Mapping
  • Or select Edit from the Action list to modify an existing mapping

Based On (Trigger for Mapping)

Determines what type of data the rule is looking at to decide whether it should apply. It helps define the source of the data.

You may set up custom mapping based on:

  1. Account Number: If you have multiple account numbers, select the Account number this mapping is for. 
  2. Campaign SKU:  This SKU is assigned in the CONNECT Campaign under Campaign Details > Basic Information > Campaign SKU. 
  3. Custom Question:  Custom Questions are added in the CONNECT Campaign under Campaign Details > Payment Settings > Custom Questions. 
  4. Form SKU:  This SKU is assigned in the CONNECT Campaign while editing a form in Form Builder under Settings > General Settings > Form SKU. 
  5. Fundraiser: Individuals that are raising money on behalf of your Organization through our Peer-to-Peer Site features. 
  6. Item SKU: This SKU may be assigned in several places. They are:  
  • CONNECT Campaign > Payment Settings > Payment Options  
  • CONNECT Campaign > Campaign Details > Additional Fee  
  • CONNECT Campaign > Campaign Details > Custom Questions (as SKU suffix)  
  • Salesforce > Contact > Quick Charge  
  • Click & Pay > Settings > Virtual Terminal > Basic  
  • Click & Pay Settings > Virtual Terminal > Default Items  
  • Click & Pay Vault > Virtual Terminal > Batch Upload, Report Batch Upload, and Manual Batch Entry  
  • Click & Pay Vault > Invoice  
  • Click & Pay Vault > Invoice Policy > Late Fee, Additional Payment   
  • Click & Pay Vault > Pledge -- SKU Conditions  
  • Click & Pay Store Events > Catalog > Store Products > Data  
  • Click & Pay Store Events > Catalog > Event Tickets > Data  
  • Click & Pay Store Events > Catalog > Salesforce Products  
7.        Item GAU (General Accounting Unit): May be assigned in several places. They are:  
  • CONNECT Campaign > Payment Settings > Payment Options  
  • CONNECT Campaign > Campaign Details > Additional Fee  
  • CONNECT Virtual Terminal > Payment Description  
  • Click & Pay > Settings > Virtual Terminal/Invoice > Basic  
  • Click & Pay > Settings > Virtual Termina/Invoice > Default Items  
  • Click & Pay Vault > Invoice  
  • Click & Pay Store Events > Catalog > Store Products > Data  
  • Click & Pay Store Events > Catalog > Event Tickets > Data  
  • Click & Pay Store Events > Catalog > Salesforce Products  
8.         Recurring Installment: You may create Opportunities based on recurring installments.  

9.         Total Charge: This is the total charged for the transaction. This may be used for zero-dollar transactions by setting the Create Type to “Do Not Create.”  
 
10.       Tracker: Trackers are added to the CONNECT donation form URL. Refer to the following Knowledge Base Article:  CONNECT: URL Parameters

11.       Transaction Campaign: Enter the name of the Transaction Campaign you would like to use for mapping data to the Account, Contact or Opportunity.  
 

Condition 

Defines the specific value or criteria that must be met for the mapping rule to apply. The available options depend on the selected Based On value. For example:

  • If “Based On” is Campaign SKU, the condition will evaluate the SKU value
  • If “Based On” is Custom Question, the condition will evaluate the response to that question

Primary Object 

Select the Account, Contact, or Opportunity object. 
 

Object Map 

This option is only available if the Primary Object is Account or Contact. Here you may select a custom object you have created. 
 

Field(s) 

Select the field or fields where the data will be stored on the chosen object. The available fields depend on the selected Primary Object (and Object Map, if used). You can select one or multiple fields to populate as part of the mapping.
 

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